Jonathan Alexander Willis
Investment adviser representative at Beacon Global Advisor Network, LLC
10 yearsExperience
2 statesRegistered in
$745.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Beacon Global Advisor Network, LLCMay 2023 to now
- Hoxton Capital Management USA, LLCMar 2022 to now
- Hoxton Capital Management FzeNov 2021 to now
- Future Start Independent Financial PlanningAug 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Beacon Global Advisor Network, LLC
$745.1MAssets managed
1,388Clients
54Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7517570
- Firm CRD
- 288833